Ident Technical Evaluation Checklists - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.1

Technical evaluation checklist items may be specific to a certain commodity code or tagged item, for example, in the case of certain pieces of equipment. These special checklist items will be stored here and presented for review during the technical evaluation along with the standard technical evaluation checklist items. The records may also contain references to external documents in the place of explicit items.

When the TE Req indicator for the ident is selected on the requisition line item, the technical evaluation checklist will automatically be attached to an inquiry.

Ident technical evaluation checklists are defined on the P.10.43 Ident Tech Eval Cklsts screen.

In the first (Idents) block, you must select the ident for which you would like to create technical evaluation checklists.

To define a checklist item on the TECs tab, enter a unique sequential number in the Seq field and the descriptions in the Short Desc and Description fields. The revision is automatically set to 0 (zero) in the Rev field. If a document with the details of the technical evaluation is linked to the checklist item, enter the name of the document file in the File Name field. You can select a document pre-defined on D.10.11 Documents from the LOV in the Document Code field. The document revision will be displayed in the Rev field. You can create a new revision for the highest available revision of the selected technical evaluation checklist using the Revision button on the bottom of the screen. Click the Open button to open the document that is linked to the checklist item in the File Name field. As a prerequisite for opening documents from this screen, the project default ZI_WEB_CEC must be set. For more information see ZI_WEB_CEC.

On the TEC Sets tab, you can define technical evaluation checklist sets (TEC sets) for the selected ident.

Enter the set name in the TEC Set field and the descriptions in the Short Desc and Description fields. The revision is automatically set to 0 (zero) in the Rev field. You can create a new revision for the highest available revision of the selected TEC set using the Revision button.

In the next (TEC Set Details) block, you can assign pre-defined technical evaluation checklists to the selected set. Select the checklist defined on the TECs tab from the LOV in the Seq field.

Select the Sel check box of all TECs to be assigned to the set, or use the Select All button to mark all displayed TECs. You can use the Unselect All button to cancel the selection. Click the Fill in button to close the LOV and to copy the selected TECs to the TEC Sets tab.

The Open button on the TEC Sets tab can be used in the same way as on the TECs tab.